Archive - November 2019

1
Tax Strategies for the end of the year
2
2019 Year-End Tax Planning Tips & Traps
3
7 Estate Planning Mistakes and How to Fix Them
4
Teachable Moments at Thanksgiving
5
The Ten Commandments for Strong Financial Health

Tax Strategies for the end of the year

Many Tax strategies require you to act before December 31st of the Tax year. Consider these 3 most important factors to help you strategize.

The post Tax Strategies for rhe end of the year appeared first on Unique Financial Advisors.

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7 Estate Planning Mistakes and How to Fix Them

Figuring out what you want to do with your stuff when you die is… well, complicated. Most of the time we sign a stack of papers at our attorney’s office and think we’re done. But it’s not that simple. Here are 7 estate planning …

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Teachable Moments at Thanksgiving

As people prepare for the Thanksgiving holiday, some are looking forward to it and waxing poetic about family togetherness while others are just going to try to grin and bear it. Here is another approach: think about the Thanksgiving holiday as a time to help younger relatives prepare for a better financial future. It can be […]

©Bring Clarity to Your Finances™. Teachable Moments at Thanksgiving is a post from Bring Clarity to Your Finances™

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The Ten Commandments for Strong Financial Health

Here are the Ten Commandments for achieving strong financial health. The Ten Commandments: KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving investment and financial planning advice is the Fee-Only […]

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